DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Global Kandor Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mariana Lora | Global Kandor Advisors, LLC independent RIA | Cv Advisors LLC independent RIA | RIA to RIA | Jun 6, 2024 | Sep 18, 2024 (104 d) |
| Alfonso Osorio | Global Kandor Advisors, LLC independent RIA | Compass Group Investments Solutions LLC mixed wealth | RIA to RIA | Feb 23, 2022 | Mar 24, 2022 |
| Eduardo Enrique Bello | Global Kandor Advisors, LLC independent RIA | Actitrust Wealth Management LLC mixed wealth | RIA to RIA | Mar 31, 2021 | Apr 20, 2021 |
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3 moves match.